Sales Representative

The role

You will work directly with customers, asking questions and guiding them through financial solutions, including money conversations. The role includes inbound and outbound calls and requires handling hesitation or rejection.

What you will do

• Work directly with customers to understand their needs and guide them through financial solutions
• Handle both inbound and outbound conversations
• Ask follow-up questions and help customers make decisions, including money conversations
• Make outbound calls
• Stay engaged and positive when customers hesitate or say no
• Take feedback and apply it immediately

Required qualifications

• High School Diploma or equivalent
• Must be able to work 40 hours per week, including Saturdays
• Satisfactory completion of pre-employment screenings
• Reliable form of personal transportation and valid Driver's License
• Comfortable asking direct questions
• Comfortable speaking with customers over the phone and in person
• Strong communication skills
• Ability to learn quickly and adapt

Nice to have

• Customer service, sales, or collections experience
• Fluent in English and Spanish

Benefits

• Majority company paid Health, Dental and Vision
• 401k Program
• Company paid Life and Disability Insurance
• 2 weeks paid vacation
• 6 paid holidays
• 2 PTO days
• 5 sick days
• Structured training and ongoing coaching
• Fast-track advancement opportunities
• Monthly bonus potential

Before you apply

• Must pass satisfactory pre-employment screenings

About the company

An industry leader offering structured training, ongoing coaching and a team environment focused on employee success.